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Legacy Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Legacy Advisors’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-14
Closed -$1K – 367
2019
Q1 		$1K Buy
+14
New +$1.24K ﹤0.01% 389

Other funds holding BLV

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Legacy Advisors's BLV Position: Q2 2019 in Review

Legacy Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2019, closing a stake of 14 shares — an estimated $1K sold.

Legacy Advisors first reported a position in BLV in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 170 funds tracked by Wall St. Rank hold BLV as of Q2 2019.

  • Legacy Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Advisors sold 14 Vanguard Long-Term Bond ETF shares in Q2 2019, an estimated $1K.
  • Legacy Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2019 and held it in 1 quarter.
  • Legacy Advisors's Vanguard Long-Term Bond ETF position peaked at $1K in Q1 2019.
  • 170 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2019.

Based on Legacy Advisors's 13F filing for Q2 2019, filed 15 Jul 2019.